Presenting, Sharing & Client Engagement

Learn how to deliver, customize, and track your presentations to maximize client impact. This section contains articles on personalizing your Homeowner Strategy reports, adding video walk-throughs, utilizing the real-time MortgageCoach LIVE feature, setting up presentation viewing alerts, and integrating lead-capture widgets. Use these resources to streamline how you share insights and engage with your clients.

Delete an Analysis in MortgageCoach
Here is a succinct, step-by-step version of the instructions for ...
Using the Toolbar Feature on the Preview & Highlight page
The Toolbar provides Loan Officers with quick access to essential...
How to Distribute & Share a Homeowner Strategy
Once you’ve established how to create a Homeowner Strategy presen...
Personalize a Homeowner Strategy (HS)
Gain insight into how to add your own branding and personalizatio...
How to Read a Classic View Presentation
A Homeowner Strategy will help lending pros present product compa...
How to Use MortgageCoach LIVE Feature
MortgageCoach Live allows you to have an interactive experience...
How to Add a Video to Your Homeowner Strategy
Learn how to enhance your Homeowner Strategy presentation by usin...
Guided Homeowner Strategy
The Guided Homeowner Strategy is an optional presentation layout...